Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,322 | $32,117-83.4% | $71,089-92.5% | $64,173-91.7% |
| Participation rate | 75.0% | 42.7%+32.3pp | 54.6%+20.4pp | 69.6%+5.4pp |
| Annual return | -20.23% | -5.57%-14.7pp | 650.65%-670.9pp | 7.63%-27.9pp |
| Employer contribution / active EE | $436 | $712-38.8% | $1,088-59.9% | $2,381-81.7% |
| Participant deferral / active EE | $2,632 | $1,263+108.4% | $1,873+40.6% | $3,470-24.1% |
| Admin fee / account holder | $204 | $2,759-92.6% | $3,082-93.4% | $4,887-95.8% |